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1. BOE how to achieve the first car display field?;
Set micro-network / Wen Deng Wen standard
'In the field of display devices, BOE shipments have been ranked first in the world.' 'BOE chairman Wang Dongsheng said BOE IPC • 2017 in November 14. Now BOE in the field of display legend has not limited to consumption Class electronics market, its car display products have also been imported into the mainstream of the global automotive brand.
Vehicles from manual driving to auxiliary driving, and then to the automatic driving change at the same time, the car display is also undergoing tremendous changes.Early manual driving car display mainly TN-LCD and PMTFT-LCD-based, after the car networking, car Display began to TFT-LCD single-point, multi-touch technology-based, the car has gradually entered the auxiliary driving phase.Guan Dongfang Chief Market Officer and Vice President Yuan Feng said that with the further development of intelligent cars, the car will be Achieve a high degree of automatic driving, car display will be more services in different needs of the display technology and interactive scenes.
BOE 12.3-inch car shaped instrument
To this end, BOE accelerates the layout of the smart car business landing on-board display.It is said that BOE is further implementing the global strategic layout of automotive display business, integrating the advantages of resources, build to provide 'display + display system + whole car electronic system' Car network solutions smart car business now BOE has launched aided driving system equipped with world premiere of gesture control head-up display (HUD), supplemented by full LCD instrument, large size control and intelligent rear-view mirror with a mobile Internet and Voice recognition function, you can at any time the incoming message, SMS, WeChat and other information pushed to the HUD, the real liberation of both hands and ensure driving safety.
Car through the car display global strategy 'meridians'
With the increasing demand for on-board touch screens for car-assisted driving and electric vehicles, as well as the ever-increasing concept of car networking, automotive displays are just needed in automotive applications and are becoming more versatile, including HUD head-up display, dashboards, Control screen, rearview mirror display, entertainment system and more.
According to market research firm SBD, the global smart car market will reach 39 billion euros in 5 years. By 2018, the market size of car networking services, vehicle communications and smart car hardware will reach 24.5 billion, 4.1 billion and 6.9 billion respectively According to the analysis, smart cars may be the new reference point for the transformation of traditional car prices in the Internet of Things era, which will greatly stimulate user demand and increase market sales, and the automobile industry is expected to open up entirely new market space.
Faced with such a large market space, BOE, one of the major display suppliers in the world, has entered its harvest period with its TFT-LCD production capacity. However, due to the relative lack of automotive customer resources in overseas markets, the global layout strategy is difficult to expand rapidly , In order to quickly cut into this market, in March last year, BOE acquired the company's main vehicle display system products, fine international, fine international there are exactly global channels And customer resources in the global LCD area has a 25% market share, the use of its advantages platform resources, BOE will accelerate the implementation of the global strategic layout of automotive display business.
With the global marketing service system covering North America, Europe and Asia, etc., Jingdian International provides products and services to automobile brands such as Mercedes Benz, BMW, Volkswagen and Ford, etc. After becoming a subsidiary of BOE, its on-board display products provide full-car display system, advanced driving Auxiliary systems, high-precision positioning systems such as full-vehicle electronic system solutions, as well as providing high-definition, shaped and curved display modules, has been applied to almost all the major automotive brands in the world.
Now BOE International has thoroughly opened up its strategic layout in the global car display market with the domestic car customers, leveraging Power International in the wide range of marketing channels and customer resources, can create a world-leading Automotive display suppliers through the business integration, BOE can quickly expand the 'display + display system + electronic system of the whole car' smart car business layout, it can be said that BOE is paving the way for the transformation and upgrading of the international fine, but also for BOE car display opened up the 'meridians'.
New car display big change
Car screen display with high resolution, high contrast, high reliability, wide viewing angle and other features, while the car digital intelligent display system is no longer a single modular equipment, the entire car display system will be shared from the hardware and software level Car refers to the show, entertainment, navigation, road projection and other full range of digital information processing and display, large-screen touch-based application requirements will be further enhanced.
According to Park Soo Bin, chief technology officer of BOE Technology Co., Ltd., the most important medium for realizing human-computer interaction in a smart car is a car display, but ordinary car display products have a low resolution and a single function, The development of car display will have a great change. 'Large area, high resolution, surface, low reflectivity, smart car through the car display to achieve human-computer interaction of the four major directions.' Park Sau-bin said, large The trend of screen + touch is obvious. New display technologies such as double-vision, special-shaped, transparent, gesture control, pressure sensing and so on will maximize the liberation of the human body and realize the display of ubiquity in the car.
The original Feng also believes that with the improvement of the level of automotive information and intelligence, the original distributed information display control is difficult to adapt to the integration of information display operation has become inevitable, this process has spawned the demand for large-screen touch. Technically speaking, based on LTPS high-resolution high-color gamut of large-size high-definition TFT-LCD products appear in large numbers, while ensuring the reliability of the pursuit of better display. Tesla has taken the lead in the realization of the center console touch Large screen, but by the car touch and big screen trends, Mercedes-Benz and other traditional manufacturers are also introducing large-screen and touch screen, car control in the new upgrade.
However, at this stage after the car upgrade new car display and the expected there is still a gap. 'New car display new requirements, strengthen the scene interaction, request information input, product form, information output innovation.' The original Feng said the new car display information input Innovative, require input intelligence and diversification of functions Intelligent display is the mainstream direction of future car, car interaction can be seen everywhere, from touch to gesture and then eye control, interactive way more intelligent. Similarly, more interactive features , Such as surface touch, tactile feedback, pressure sensing and other functions will be a large number of these features will make people and cars interact more naturally.Individual interaction and various functions are for better information input experience.
At the same time, the new car display information output innovation, requiring higher definition, more vivid color, intelligent image quality to adapt to the vehicle environment in higher PPI, higher contrast, wider color gamut, anti-glare, double vision, etc. need to continue Innovative to meet the smarter in-car information output experience.
OLED flexible display will stand out
Faced with the new requirements of the new car display and the mainstream of the development direction, as well as in the car to achieve 'show ubiquitous' concept, it is conceivable that flexible AMOLED display will be essential.New car display product shape innovation is to better integrate design Aesthetics, and flexible AMOLED can achieve thinner and narrower border, the product more beautiful, the same size screen products can be made thinner and lighter, more portable. From the surface to bend, curl, foldable, more and more flexible The flexible and flexible OLED can expand more application parts in the car.
The development of flexible OLED technology also makes the display space of the car become more imagination.IHS data show that 2018 OLED car is expected to ship in batches, shipments in 2023 will increase about 20 times than in 2018. The original Feng introduction, BOE sixth generation flexible AMOLED production line has been mass-produced in Chengdu, which is also China's first flexible display production line, OLED display with ultra-thin, high color gamut, high contrast, high resolution, flexible, borderless features, Seamless fit within the structure to better achieve 'car everywhere'.
However, the current multi-touch TFT-LCD display is the mainstream technology of car display.Market data show that the traditional PM-LCD market will shrink faster after 2016, IPS camp TFT-LCD LCD display is becoming the mainstream choice of the automotive plant With the mass production of flexible OLED panels, TFT-LCD market advantage or will be replaced.
The original feng that, OLED flexible display is accompanied by OLED throne display technology throne also quickly lit in the field of vehicles, a LCD technology to become an important technology to become car display.With the use of flexible screen, dashboard, center console And passenger car entertainment system will slowly evolve into a curved screen.
'OLED flexible display in the field of automotive display demand will continue to rise, become the mainstream trend of automotive display innovation-driven and market applications.' Yuan Feng said OLED flexible display will stand out in the new automotive display market, this is because the OLED flexible screen Ultra-thin display can be done, the display can be thinner, high color gamut, so that the display color is more rich, high contrast, the display more vivid, high resolution, better visual experience, smart touch, complete Instead of traditional physical buttons, enter the era of full digital display operation, flexible, can be customized according to the needs of the shape and design changes, and finally no border, increase the proportion of the screen, increase the use of experience.
Faced with the innovation and application trend of automotive display, BOE, the largest and pioneer AMOLED mass production panel maker in China, is expected to lead the development of a new flexible automotive display after the Smart Car's globalization strategy is established. Its first in the field of automotive display.At present, BOE is using vehicle display as a carrier of information presentation, with the display system and the entire vehicle electronic system to start the smart car business' car networking is an integral part of the smart car, It is also important for the development of the Internet of Things that BOE will also be an Internet of Things company in the future. "Yuan Feng said another element of the Smart Car is automatic driving. In the long term, the smart car in the future will be a human-to-machine driving Change, so that cars to achieve safer driving in the process of driving the machine, the interaction between people and vehicles and car entertainment demand will have a greater change Looking forward, BOE will always adhere to customer orientation, with an open mind and Vehicle industry partners in-depth cooperation, collaborative development, value creation, jointly promote the progress of the wisdom of the car industry.
2. South Korea earthquake has little effect on the panel industry;
South Korea on the eastern coast at 2:29 PM today local time occurred on the Richter scale 5.5 earthquake in central Gyeongsangbuk-do Pohang city about 9 kilometers north of about 9 kilometers depth of about South Korea's unexpected incident, WitsView analysis of The overall panel industry has little effect.
With Samsung monitors, with the L6 off in September this year, after the plant, the current South Korean LCD production line only Lok Yee City L7-2, L8-1 and L8-2 three production lines, and the LCD machine in a sense According to WitsView, the quake caused a brief shutdown of some machines in Samsung and the time it took for the machine to resume operation, the overall impact was only within 1 to 2 hours. Therefore, for the part of production capacity Has little effect.
LGG's 7th-generation and 8.5-generation LGG monitors are not affected due to their location in Paju, which is far away from the epicenter. The P5 and P6-2 production lines in Gumi City are located closer to the epicenter, with P5 mainly While the P6-2 mainly produces 65-inch TV panels. Although these two production lines had a brief shutdown due to the earthquake, they passed the peak of the traditional stocking of the brand in November and the panel makers are still safe Due to the inventory, the incident is no danger to the panel supply.
With the introduction of the iPhone X, the OLED panel has recently become the focus of attention and the two panel makers in South Korea have multiple OLED production lines. LGD's 8.5-generation OLED TV production line in Paju is not affected by this earthquake. While two other AP2 (4.5-generation) and E5 (6-generation) and SDC-based 3 (6th generation) and A4 (6th generation) Line). Up to now, no news of the earthquake has been reported. Due to the fact that Hanchang is the main supplier of OLED panels, the follow-up supply situation still needs to be closely observed.
3.IHS: next year to produce flexible AMOLED oversupply;
According to the latest survey by IHS Markit, the flexible AMOLED panel factory is built faster than global demand and it is estimated that the production capacity of flexible AMOLED panel will be 44% higher than the global demand in 2018.
According to IHS Markit, the global supply of flexible AMOLED panels will be nearly balanced by 2018 due to the new capacity being produced faster than originally expected, and the supply will be 44% greater than the demand. AMOLED panel supply will reach 4.4 million square meters in 2018, an increase of 100% over 2017, but demand will only grow by 69.9% to 2.4 million square meters.
Jerry Kang, principal analyst at IHS Markit Display Research, said panel makers expect flexible AMOLED panels to penetrate the smart phone market more quickly, but by 2017-2018 most smart phone brands are more focused on the screen's width Rather than using a flexible AMOLED panel, the 18: 9 LCD or rigid AMOLED panel is mainly due to the still higher price of the flexible AMOLED panel module and the need to upgrade the panel's quality and reliability. , Using the same 6th generation AMOLED production line, the cost of producing a flexible AMOLED panel is more than 1.5 times greater than the cost of producing a rigid AMOLED panel.
Jerry Kang believes that in the next few years, ultra-widescreen or full-screen smart phones will remain competitive over curved smartphones, and because of the higher cost, smartphones are only available at their highest-end cellphone flagship The use of flexible or flexible AMOLED panels in the models makes it even more difficult for new or smaller flexible AMOLED panel suppliers to fully meet production and quality requirements and reliability requirements. Leading to new or smaller flexible AMOLED panel suppliers plant utilization is low, the face of the learning curve and the rate of application of the ramp up the process will drag longer, and because of this, in 2018 Flexible AMOLED panel production capacity will be 44% higher than demand.
4. Third Quarter 2017 Global Smartphone Panel Shipments;
In the third quarter, which is the traditional peak season for the panel market, the panel demand in Q3 was somewhat impacted due to the full-screen conversion this year, which delayed the listing of new brands in many brands. According to Sigmaintell data, Quarterly global smart phone panel shipments of about 530 million, a slight increase of 1.0%.
The third quarter is the traditional peak season for the panel market, however panel demand has been affected to some extent in Q3 due to the full-screen transition this year, which delayed the listing of new machines for many brands. According to Sigmaintell data, global Q3 The total shipment of smart phone panels was about 530 million tablets, a slight increase of 1.0% over the previous year.
Key vendors are as follows:
Samsung Display (SDC)
Although the third quarter adjusted rigid ROLAND AMOLED pick-up rhythm, but thanks to Apple's new machine iphone X pull materials, third quarter Samsung display panel shipments of about 106 million, an increase of 6%.
BOE
Benefited from the shipment of overseas brands and OP / VI, 83 million smartphones shipped in Q3, an increase of 6.4% over the same period of the previous year. The shipment of smart phone LCD panels ranked the first in the world while BOE actively accelerated AMOLED The 6th generation flexible AMOLED of Chengdu announced mass production in October. It is the first 6th generation flexible AMOLED production line in China, and the mobile phone products are more comprehensive and comprehensive.
TIANMA
In the third quarter, the shipment of Tianma smart phone panels reached nearly 55 million units, an increase of 48% over the same period of last year, of which, LTPS LCD panel shipments reached more than 3300 units, an increase of 180% over the same period of last year. Since the mass production in the second half of 2016, DaXing Line has been achieving full production and full sales with stable and excellent yield performance. Under the trend of full screen of handsets, the Daihatsu Line actively seizes the development opportunities, continuously enhances the product value and strengthens the customer relationship.
Japanese Display (JDI)
Under the dual competition between Samsung AMOLED and mainland-based LTPS LCD panels, demand for the JDI brand dropped. In the third quarter, the shipment volume of smart phone panels was about 37 million, a decrease of 26% year-on-year. The single customer-oriented customer structure made it face severe challenges test.
LGD
In the rapid growth of the mainland panel factory, the overseas panel makers LCD panel's competitive advantage is gradually declining.Q3 LGD smartphone panel shipments of about 33 million, down 27. 9% .In response to the upgrading of mobile phone technology, LGD active layout AMOLED, Gumi 6 generations of flexible AMOLED E5 production line began mass production in the third quarter, the third quarter of its flexible AMOLED smartphone panel shipments of about 1.2 million.
Mainland OLED
In the third quarter, the total shipments of AMOLED smart phone panels in mainland China totaled 2.5 million units, an increase of about 120% over the same period of last year. Among them, Kunshan Weixinuo was driven by the brand end-use pullout shipments in the quarter, exceeding 1 million units.
Taiwan Department of Panel Factory
Taiwan-based panel factory is still a-Si panel as the main force, with the development of mobile phone panel technology and the rise of the mainland panel factory, especially in the development trend of a full screen, Taiwan panel makers will face greater challenges.
Overall, the smart phone market is already a relatively mature and saturated market. In the future, market development requires more innovative products to stimulate. In the process, competition will become more intense and the global competitive landscape will be further reshaped.
Q3 2017 Global Smartphone Panel Shipments and Market Share at a Glance
Group counseling
5.iPhone X poor yield? Biography 3D sensing component is still the bottleneck, but the OLED has improved;
Apple Inc.'s iPhone X is facing production bottlenecks in its 3D-sensing components, prompting analysts to downgrade iPhone X shipments this quarter.
barron`s.com, StreetInsider reports that Mizuho Securities analyst Abhey Lamba said in a research report released on the 14th that his Japan-based colleague Yasuo Nakane conducted a field survey of the supply chain and found that the production of iPhone X in the coming year (2017) The expected shortfall of about 8 million was mainly due to the poor yield improvement, of which the 3D sensing component remained the bottleneck of the iPhone X and the OLED panel yield improved.
Lamba believes that the iPhone X supply and demand imbalances, may be extended to the season of January to March next year, which may affect the purchase decision of consumers, because then the market's vision, will shift to the next wave of product updates cycle. Not only that, with With the popularity of OLED panels rising, coupled with competitive product prices more advantages, it is estimated that the iPhone X demand may therefore stagnate.
Nikkei has pointed out that iPhone X mass production in the early summer due to quality problems caused by the OLED panel fitting project, coupled with the accuracy of face recognition module parts lead to poor production time delay.But the part yield in late September Improved around the stable production system, so iPhone X in October to increase production, and because the current is still out of stock, it is estimated that in November the production will further increase.
Samsung Electronics may launch earlier S9, against the iPhone X. Japan website sumahoinfo relay PhoneArena reported on November 8 that South Korea's Samsung Samsung 2018 version of the flagship models Galaxy S9, S9 + and Galaxy Note 9 screen size and this year's S8, S8 +, Note 8 are the same, 5.77 inches, 6.22 inches, 6.32 inches, and Samsung has given up on the S9 / S9 + fingerprint recognition technology embedded in the screen, but will be the same with the S8 / S8 + fingerprint recognition configured on the back of the phone , But Note 9, which is expected to debut next August, may incorporate in-screen fingerprinting.
The report points out that the back of the S9 / S9 + will be greatly changed compared to the S8 / S8 +, and the change should mean that the S9 / S9 + will be equipped with a dual-lens camera and the S9 / S9 + will be up as fast as next month (December ) Started mass production (mass production), about 2 months faster than in previous years.
Samsung Galaxy S series models are usually published in March of each year, sold in April, and if the overall S9 / S9 + schedule two months time, then show S9 / S9 + may be released in January next year, February open Sell, meaning that the S9 / S9 + is likely to be unveiled at CES 2018 next January.
6. China usher AMOLED capacity outbreak, how to seize the application of new opportunities?
After Guoxing Optoelectronic 5.5 generation full flexible AMOLED off the assembly line, BOE also announced Chengdu 6th generation flexible AMOLED production line in advance mass production, the Chinese panel makers are accelerating small and medium size flexible AMOLED production and delivery pace.
If you can maintain the pace of this small step run, China's small and medium size flexible AMOLED panel will soon be able to be applied in the end market.But now small and medium size flexible AMOLED off-the-shelf application is very limited, in addition to hyperbolic screen mobile phone, other flexible Show application is still pregnant.
This has left enough flexibility for Chinese enterprises to show the application of innovative space. If Chinese panel companies can go out and form an innovative ecological chain with upstream and downstream enterprises, Chinese enterprises have the opportunity to take the lead in popularizing flexible display applications and even leading flexible display applications development of.
Flexible display applications market prospects
Now mobile intelligent terminal has developed to a bottleneck stage, even Apple's innovations have begun to weaken, iPhone8 no longer cause a major change of tide machine. BOY senior vice president Zhang Yu believes that the full screen is only a small screen adjustment, now the new and old products The difference between the small, mobile terminal experience upgrade reached a peak, consumers have entered a period of consumer fatigue.
If you want to re-energize the user's desire to replace the need for greater innovation, and flexible AMOLED may lead to a revolutionary change in the terminal format.IHS Display Research, Xie Qin Yi believes that flexible AMOLED may make the phone and laptop fit, By then, the folding screen smart device together is a small screen phone, expand the big screen notebook.Zhang Yu also said that early, flexible AMOLED to the mobile phone market, with the flexible display technology breakthroughs and product evolution, mobile phones , Tablet and laptop is entirely possible to achieve triple.
This reverie not only stay in the air, has begun to gradually landing.Bei Dongfang this year showed a folding screen mobile phone samples, although there is still a long way to go from the final product.Samsung executives also hinted that next year is expected to launch folding screen mobile phone Even some radical mobile phone manufacturers in order to seize the wave of the next wave of terminals, the folding screen has not yet been available in the market, can not wait to release a double screen folding phone.
In addition, there are many companies have developed under the flexible display cylindrical mobile phone, the screen rolled up like a pen, the screen is the smart terminal.
As flexible AMOLED production line production or expansion, more and more mobile phone manufacturers will use the flexible AMOLED panel.Recently, IHI Markit will adjust the AMOLED smartphone display panel shipments forecast 2017 from the original 5.13 One hundred million tablets were lowered to 445 million tablets, down 13%, but IHS raised the forecast for flexible AMOLED panel shipments in 2017 by 5% and rigid AMOLED panel shipments by 20%.
In fact, smart AMOLED there is a greater imagination - the Internet of Things market.Jiaodong Liu Xiaodong, vice president of the view that the advantages of flexible AMOLED addition to power, high contrast, high color gamut, high refresh rate, Thinner and other advantages, there is a deformable - flexible, foldable, curly, etc., is ideal for three-dimensional, diversified IoT scene needs, which for the development of flexible AMOLED provides an infinite imagination.
Flexible display to be more technical breakthroughs mass production
However, the market for small and medium-size flexible AMOLEDs is still monopolized by Samsung, and Samsung is expanding its production of flexible AMOLED panels. According to DSCC, a display research institute, the average price of flexible AMOLEDs is more than twice the average price of rigid AMOLEDs. Samsung hopes to increase the output of its flexible AMOLEDs As a result, its income will be higher.
Domestic panel makers have also seen the trend of flexible AMOLED because rigid AMOLED Samsung equipment market has passed the depreciation period, the domestic panel makers is difficult to compete with, and flexible AMOLED market there is still a great market for development, if the domestic panel makers To be able to continue working in this market will be promising, but flexible AMOLED higher threshold, the need for more technical breakthroughs, yield climbing period may be longer.
At present, the domestic panel makers are actively overcome the technical problems of folding screen.Folding screen mobile phone is considered to be the next generation of mobile phones after the hyperbolic screen mobile phone form, all the panel makers are seizing the folding screen technology high ground.It is understood, Breakthrough in flexible cover, ultra-thin circular polarizers and ultra-thin touch screen application of the integrated technology limit, the successful development of the world's first 3mm bend radius of 180 degrees flexible folding AMOLED display. BOE 7.8-inch flexible foldable display thickness of only 0.24mm, bending radius of only 5mm. Pegasus folding AMOLED display with a radius of curvature of 5mm, its 5.2-inch WQHD AMOLED pixel density reached 564ppi, the brightness of 500 nits.
At the same time, the domestic panel makers are still scrambling to build production lines in order to obtain flexible AMOLED market opportunities, including 6th generation AMOLED flexible production line deserves attention, because it released more capacity after production, more likely to solve the downstream terminal Manufacturers desire for flexible AMOLED It is understood that from the beginning of April this year, the domestic 6th generation flexible AMOLED production line has been dynamic, closely watched by the industry.In April, Pegasus 6th generation LTPS AMOLED production line successfully lit in Wuhan Rigid and flexible AMOLED products .In May, BOE Chengdu 6th generation flexible AMOLED production line lit flexible AMOLED products, formally put into production.In June, Wuhan Huaxing sixth generation of flexible LTPS-AMOLED display panel production line in Optics Valley, Wuhan officially started Construction.At the end of August, the sixth generation of flexible AMOLED production line of Yungu (Gu'an) was capped ahead of schedule, and Hui Optoelectronics held the hoisting ceremony of the steel truss roof of the 6th generation AMOLED display project. At the end of October, BOE announced that the 6th generation of BOE Chengdu Flexible AMOLED production line ahead of volume production, and to Huawei, OPPO, such as more than ten end-companies delivered AMOLED flexible display products.
Flexible AMOLED market has a certain time window.Samsung is trying to release the supply of hyperbolic screens, will be more domestic mobile phone manufacturers open, and intends to move forward one step forward to the folding screen or flexible screen, so you can continue to lead Flexible screen development. Domestic panel makers to seize the opportunity to flexible AMOLED, in addition to speeding up full flexible AMOLED production, but also step up production of folding screen, so that you can shorten the gap with Samsung.
Leading the development of flexible display requires industrial ecology
However, the flexible AMOLED market not only involves panel makers, but also involves the panel upstream and downstream manufacturers.Samsung Hyperbolic screen was able to get a wide range of applications, largely relying on the cooperation between upstream and downstream vendors.Samsung conducted a full industrial chain layout , Both panel makers, there are terminal manufacturers, the formation of the ecological chain of industries, be able to introduce the latest products to bring the latest demand.
Domestic manufacturers to lead the flexible AMOLED (especially the folding screen) in addition to the development of technology beyond the level, the more important thing is to interact and upstream and downstream manufacturers and cooperation, or the upstream material manufacturers do not know what panel makers lack what downstream manufacturers Do not know how to traction panel development.Huang Xiuang, vice president of National Display Optoelectronics pointed out that flexible AMOLED will encounter such as laser stripping and some other important technical problems, these are panel makers can work through their own to complete.However, folding AMOLED only rely on the panel Manufacturers themselves are very difficult to complete, the upstream and downstream industries need to chain more interaction and cooperation to the upstream as an example, if you want to achieve foldable AMOLED, can not be folded after bending, need to be restored, but how to maintain a certain stiffness A problem, because flexibility and stiffness are inherently contradictory.
In addition to the upstream materials and modules, there are also many downstream issues that need to be addressed, and for downstream end-users, their products need to be fashion-conscious, while the sleeker design may present new requirements for flexible AMOLEDs, such as how to deform How to ensure durability, reliability?
But upstream and downstream linkage can only meet the demand, if you want to create demand, you need to rely on the power of leading brands, but to promote the wider application of flexible screen, but also the industry's leading brands to join. China Optics and Optoelectronics Industry Association LCD Branch Deputy Secretary According to Chang Chun-ming, hyperbolic screens are the initial stage of a flexible AMOLED. Far from the true flexible AMOLED, flexible AMOLEDs have more possibilities, and the power to achieve these may require multiple leadership brands.
At present, China has begun to show enterprises that have the potential to lead the brand in various aspects of the industry chain, such as Huawei, BOE, TCL, etc. Hu Chunming emphasized that although China does not have such brands as Samsung and Apple, there are Huawei, BOE , TCL, etc. They may become China's Samsung and Apple in the future. With these leading brands, China has the opportunity to lead the development of some flexible display applications. China Electronics News